Swan Capital’s Arm ARM Stock Holding History

Swan Capital’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3K	Sell	60 -42	-41%	-$11.2K	0.01%	146
2026 Q1	$15.4K	Buy	102 +2	+2%	+$243	0.01%	154
2025 Q4	$10.9K	Hold	100	–	–	﹤0.01%	164
2025 Q3	$14.1K	Hold	100	–	–	0.01%	141
2025 Q2	$16.2K	Hold	100	–	–	0.01%	122
2025 Q1	$10.7K	Hold	100	–	–	﹤0.01%	139
2024 Q4	$12.3K	Hold	100	–	–	0.01%	121
2024 Q3	$14.3K	Buy	+100	New	+$14.2K	0.01%	126

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Swan Capital's ARM Position: Q2 2026 in Review

Swan Capital reduced its Arm (ARM) stake by 41% in Q2 2026, selling an estimated $11.2K and leaving 60 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #146.

Swan Capital first reported a position in ARM in Q3 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Swan Capital held 60 shares of Arm worth $21.3K as of Q2 2026.
Swan Capital sold 42 Arm shares in Q2 2026, an estimated $11.2K.
Arm made up 0.01% of Swan Capital's portfolio in Q2 2026, its #146 holding.
Swan Capital first reported a position in Arm in Q3 2024 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.